The role of a person characterises the relationship to a company from your personal perspective. Please note: The role is not the job title that appears on a business card, for example. There is a separate text field for this.
Relationships are used to define links between people and people or companies and companies or between people / companies and projects & opportunities.
Other useful roles:
Example of meaningful persons - project roles:
- Project manager
- Project employee
- supplier
Example of meaningful people - opportunities roles:
- Decision maker
- Recommender
- Critic
Learn more useful tips in our Daylite Academy
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